Optimization Consultations offer one-on-one help for areas

This summer, we’re excited to begin offering Optimization Consultations, a new opportunity for areas to connect with the Modernization team to maximize their use of Workday. If your area has been struggling with a specific function, or if you simply want to find ways to be more efficient in how you use Workday, Optimization Consultations […]

Categories: Workday

Three helpful reports for fiscal year end

We’ve created a new guide highlighting three reports helpful for locating business documents in Workday, which may assist in preparing for fiscal year end.   CR PRO Find Spend Authorizations, CR PRO Find Requisitions, and CR PRO Find Purchase Orders allow areas, departments, and unit administrators to find any Spend Authorization, Requisition, or Purchase Order using a […]

Categories: Workday

FY23 year end memos memos and cutoff dates available

2023 fiscal year end cutoff dates and memos are now available on the General Accounting website. Modernization has also created a new reference guide highlighting reports helpful for locating business documents in Workday during fiscal year end. Learn more here. These resources were previously distributed to the Controller’s Office listserv. Questions regarding these memos and […]

Categories: Workday

Workday Success Stories: Effort Certification sees dramatic improvement since launch

Since the launch of Workday in 2020, we’ve been keeping track of the ways our new system has changed how we work at WSU. As a testament to the hard work and perseverance of WSU staff and faculty, we are excited to launch a new series, Workday Success Stories. These stories highlight the measurable improvements […]

Categories: Uncategorized

New report helps departments reconcile supplier payment info

On March 1, we released an update to the Financial Data View Only role. This update ensured the appropriate protection of sensitive banking information. As a follow-up to that update, we are sharing the following report to aid in reconciling supplier payment information. Departments may use the custom report CR PRO Supplier Invoice Payments, which can […]

Categories: Workday

Adaptive Planning project winds down

Adaptive Planning launched successfully on April 6, allowing the WSU community to better forecast budget models and make smarter decisions based on real-time data. While the project is winding down, resources are still available to Adaptive users to learn more about this exciting new tool. If you’re an Adaptive User, you can review recorded trainings […]

Categories: Workday

May training materials update

Recent changes include instructions for new request types and service desk tickets, information about Holiday credits for nonpermanent employees, Adaptive Planning access, new Workday Concepts guides, and usability updates. Here are the new and updated training materials and resources for May: General Security Requests Workday Security Concepts: How it Works and How to Request Security […]

Categories: Workday

Salary Cap functionality in Workday is coming

Sponsored Program Services and Modernization plan to activate Workday’s Salary Cap function July 1, 2023. This will affect all researchers with an Institutional Base Salary (IBS) higher than the current DHHS salary cap of $212,100, if they are paid on a DHHS funded subcontract or award. More information will be provided as we draw closer […]

Categories: Workday

FY22-23 balance forward amounts closed

University Accounting has announced that effective 4/26/23, recalculated balance forward amounts for FY23 and FY22 have been closed. This should not cause any changed to most balance forward amounts. Please contact University Accounting with any questions or concerns.

Categories: Workday

Two new SPAR Guarantee request types now available

After receiving feedback from SPS and grant managers, we’ve split the SPAR Guarantee request into two different request types in Workday. The two new request types are: Requesting a new award on guarantee Requesting a guarantee on an existing award Each will have a questionnaire designed to help SPS more efficiently process the request, and […]

Categories: Workday